The Stanford PACS' EPLI Philanthropy Toolkit is comprised of six modules designed to provide you with the tools and resources you need for a successful philanthropic journey. This process can be completed with a trained facilitator (such as a wealth advisor) or independently. You may wish to include family members as well.
Stanford PACS' EPLI created this toolkit in collaboration with wealth advisors across the United States in response to the philanthropic questions and challenges their clients face every day. Stanford PACS EPLI curated and created the activities and resources in each module, with references to additional non-EPLI resources in the Additional Resources section of each module.